Ann enjoys listening to clients as they talk about their families, their plans for the future, but she truly loves helping clients turn their dreams into a distinct and possible reality. She is willing to take the extra steps to put her clients at ease and make the planning process as simple as possible. She gives her clients her time, her attention and options for consideration. She treats you like a member of her family.
She gathers the full information on your financial situation and helps identify what you want in your retirement.
She creates a financial portfolio that is right for you and your family. She reviews her suggestions with you and you have the opportunity to be say “Let’s do it” or “Let’s be more aggressive” or “Let’s be conservative.”
You need to communicate to her changes in your family or financial situation so she can plan what it takes to help you obtain your goals i.e. 529 College Savings Plans, IRAs, etc.
There are many choices in the arena to choose a financial planner, but Ann Wolfson Associates gives you a comprehensive review, the convenience of our staff to help you with a responsive, knowledgeable and proactive service, the confidence that your securities go through Cadaret Grant and Co., Inc. and the commitment that your dreams will become our dreams.
Ann Wolfson Associates
White House, 7030 E. Genesee St.
Fayetteville, NY 13066
315-449-4730
Email: wolfsoa1@ae.cadaretgrant.com
Securities offered through Cadaret Grant & Co. Inc. Member NASD/SIPC 4769 Buckley Road Liverpool, NY (315) 451-5885
